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Steward Financial Group’s Hope Bancorp HOPE Stock Holding History

Steward Financial Group’s Portfolio HOPE Stock Details HOPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$0 Buy
+25
New +$239 ﹤0.01% 1421
2023
Q2 		– Sell
-16
Closed – – 705
2023
Q1 		$0 Buy
16
+3
+23% +$37 ﹤0.01% 810
2022
Q4 		$0 Buy
+13
New +$172 ﹤0.01% 658
2022
Q3 		– Sell
-2
Closed – – 632
2022
Q2 		$0 Buy
+2
New +$29 ﹤0.01% 1144

Other funds holding HOPE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Steward Financial Group's HOPE Position: Q3 2023 in Review

Steward Financial Group opened a new position in Hope Bancorp (HOPE) in Q3 2023: 25 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1421 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in HOPE as recently as Q1 2023.

Steward Financial Group first reported a position in HOPE in Q2 2022 and has held it in 4 quarters since. 213 funds tracked by Wall St. Rank hold HOPE as of Q3 2023.

  • Steward Financial Group held 25 shares of Hope Bancorp worth $0 as of Q3 2023.
  • Hope Bancorp was a new Steward Financial Group position in Q3 2023.
  • Hope Bancorp made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1421 holding.
  • Steward Financial Group first reported a position in Hope Bancorp in Q2 2022 and has held it in 4 quarters since.
  • 213 funds tracked by Wall St. Rank held Hope Bancorp as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.